LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
7
352
$0 ﹤0.01%
9
353
$0 ﹤0.01%
3
354
-200
355
$0 ﹤0.01%
4
356
$0 ﹤0.01%
15
357
$0 ﹤0.01%
5
358
$0 ﹤0.01%
3
-112
359
$0 ﹤0.01%
4
360
$0 ﹤0.01%
+2
361
$0 ﹤0.01%
50
362
-40
363
-30